+431.5%
APLD vs MRSH
+12.7%
+418.8%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MRSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | +0.3% | -5.3% | -5.1% |
| 7D | -0.5% | -5.9% | +5.4% | +0.9% |
| 30D | -13.2% | -7.3% | -5.9% | -11.8% |
| 3M | -33.8% | +6.7% | -40.4% | -36.6% |
| 6M | -5.9% | +3.0% | -8.9% | -9.6% |
| YTD | +5.1% | -2.9% | +8.0% | +2.8% |
| 1Y | +51.8% | -9.0% | +60.8% | +54.2% |
| 3Y | +397.7% | -4.3% | +402.0% | +361.2% |
| All | +431.5% | +12.7% | +418.8% | +228.2% |
Cumulative growth
Daily Returns
Daily percentage return beside MRSH.
Daily Out/Under-Performance
Portfolio return minus MRSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MRSH return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded MRSH wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling